9月21日，戴尔盘前上涨3.1%，报585.36美元/股，成交额775.65万美元，此前一个交易日戴尔曾因大股东Silver Lake系密集减持而下跌约3%。
消息面上，大和证券近日将戴尔目标价由465美元大幅上调至625美元，维持"跑赢大盘"评级；加拿大皇家银行首次覆盖并给予640美元目标价，分析师指出AI基础设施支出周期持续，戴尔处于有利位置。基本面方面，戴尔AI服务器积压订单规模达950亿美元，过去12个月AI订单达132亿美元，甲骨文此前亦将戴尔列为AI资本开支核心供货商。尽管Silver Lake系近期持续减持套现，但在机构集中看多及AI服务器需求高景气的支撑下，盘前资金选择逢低回补。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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